As the S&P 500 (SPX) moves out of its “frustration phase” of the bottoming process, we believe it is time to focus on potential offensive rotation rather than the absolute level of the mega-cap-weighted indices, especially on a pullback. The move off the panic low in March has been largely driven by the “stay at…
Read MoreTony is best known for the practical application of macro data. He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.
As the S&P 500 (SPX) moves out of its “frustration phase” of the bottoming process, we believe it is time to focus on potential offensive rotation rather than the absolute…
Read MoreWhat a roller coaster the last few sessions have been. It seems incredible the S&P 500 (SPX) was nearly breaking down from the recent range last Thursday, only to be…
Read MoreThe market continues to frustrate both the bulls and the bears because there really isn’t any certainty over anything. As we pointed out in yesterday’s closing commentary, after a very…
Read MoreThere will be a conference call TODAY, May 15th at 2pm EDT for Gold level subscribers.
Read MoreThere has been an incredible ramp in corporate credit new issuance since the Fed announcement that it was going to buy corporate bond ETFs. The Secondary Market Corporate Credit Facility…
Read MoreThe headlines this morning are very interesting to me, and it reinforces how important the Fed decision was to buy corporate debt on 04/09. This morning the futures are slightly…
Read MoreA Bloomberg article over the weekend stated, “if you take a gander at the chart of the S&P 500 (SPX) it sure looks like traders expect the coronavirus crisis to…
Read MoreThe recent rise in the 10-year U.S. Treasury (UST) yield coupled with a combination of three factors could cause near-term upward pressure on the long-end of the UST yield curve:
Read MoreApril was as historic as March with the S&P 500 (SPX) up 12% following the epic crash in March. The action came despite horrific economic and EPS news, showing how…
Read MoreUntil this week, the market’s historic upside has been led by the more defensive sectors and the mega-cap stocks. In Troops chasing generals early this week, we highlighted that a…
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Canaccord Genuity Sr. Managing Director / Macroeconomist / Chief Market Strategist
Tony Dwyer joined Canaccord Genuity following the acquisition of Collins Stewart in March 2012, and currently serves as the Head of U.S. Macro Group, Chief Market Strategist, and member of the Firm’s U.S. Operating Committee.
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